New Feature Alert! The feature to insert template checklists into tasks is part of the August 2017 Release and is currently available in Sandboxes and in the AppExchange. Existing customers will be upgraded to the version of TaskRay containing this feature on August 26th. If you would like to upgrade to this version earlier, please email firstname.lastname@example.org for the direct install link.
You can create checklists on tasks to track specific details that are relevant to each task. To make checklists, you first need to create a checklist group and then add individual checklist items to it.
Additionally, you can also insert template checklists into tasks. This allows you to copy existing checklists from template projects and add them to other tasks.
Create a Checklist Group
- Locate the task for which you would like to create a checklist and open its Task Details.
- Click on the Checklist tab.
Tip: In Kanban and Row Views you can quickly access the Checklist tab from the Task Card by clicking on the Checklist icon.
- Click + New Checklist in the bottom bar.
- Enter the Checklist Name and hit Enter. You can add as many checklist groups as necessary by repeating the steps.
Add Checklist Items
- Under the checklist group, click Add.
- Enter checklist item information.
- Hit Enter to add a second checklist item. Otherwise, click Save.
As you add checklist items, notice that every item has an i icon to the right. You can hover over it to reveal additional information about the item. The fields that appear on hover can be customized by your admin.